A Red Swan Disrupts US Big Tech
From Live Trading Room (Jan 27, 2025)
In this short clip from Live Trading Room (Jan 27, 2025), Samantha LaDuc discusses the disruptive impact of China’s launch of DeepSeek AI, which challenges Nvidia’s dominance in the AI and semiconductor space.
She highlights how the rapid deployment of this technology has shaken investor confidence in Nvidia and sparked a sell-first, ask-questions-later reaction in the market, particularly for semiconductors.
Samantha also touches on the potential rotation into Chinese tech stocks like Alibaba, noting their recent performance and the risks they face from geopolitical factors, including U.S. tariffs and trade tensions.
She cautions traders to stay vigilant as markets navigate these shifts, emphasizing the interplay between technical setups and broader macroeconomic trends.
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